Manchester Global Management (UK) Ltd 13F Holdings · Q2 2026
Manchester Global Management (UK) Ltd reported 23 securities worth $906.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (12.67%), SNOW (10.20%), GOOGL (8.03%). Among its top 25 positions this quarter: 1 new, 5 added, 6 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $114.8M | 12.67% | 481,584 | Trimmed |
| 2 | SNOW | SNOWFLAKE INC | $92.4M | 10.20% | 363,172 | Added |
| 3 | GOOGL | ALPHABET INC | $72.8M | 8.03% | 203,637 | Added |
| 4 | TXN | TEXAS INSTRS INC | $62.6M | 6.91% | 210,000 | Hold |
| 5 | ADI | ANALOG DEVICES INC | $61.3M | 6.77% | 154,343 | Trimmed |
| 6 | FERG | FERGUSON ENTERPRISES INC | $54.0M | 5.96% | 227,616 | Trimmed |
| 7 | CDNS | CADENCE DESIGN SYSTEM INC | $53.7M | 5.93% | 143,150 | Added |
| 8 | LRCX | LAM RESEARCH CORP | $50.1M | 5.53% | 115,720 | Hold |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $45.0M | 4.97% | 94,275 | Hold |
| 10 | DHR | DANAHER CORP DEL | $43.9M | 4.85% | 230,603 | Hold |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | $36.7M | 4.05% | 385,746 | Added |
| 12 | SHOP | SHOPIFY INC | $33.4M | 3.69% | 292,956 | Added |
| 13 | V | VISA INC | $31.9M | 3.52% | 92,913 | Hold |
| 14 | MDB | MONGODB INC | $25.0M | 2.76% | 74,499 | Trimmed |
| 15 | NOW | SERVICENOW INC | $23.9M | 2.64% | 240,900 | Trimmed |
| 16 | CRH | CRH PLC | $20.8M | 2.29% | 194,190 | Hold |
| 17 | NVDA | NVIDIA CORPORATION | $20.5M | 2.26% | 102,400 | Hold |
| 18 | NET | CLOUDFLARE INC | $17.5M | 1.93% | 71,303 | Hold |
| 19 | NFLX | NETFLIX INC. | $13.2M | 1.46% | 185,500 | Hold |
| 20 | ONON | ON HLDG AG | $11.4M | 1.26% | 322,239 | Trimmed |
| 21 | SCHW | SCHWAB CHARLES CORP | $10.4M | 1.15% | 113,000 | Hold |
| 22 | META | META PLATFORMS INC | $8.4M | 0.93% | 15,000 | New |
| 23 | NP | NEPTUNE INS HLDGS INC | $2.1M | 0.23% | 65,180 | Hold |
| 24 | NKE | NIKE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR